OTTR vs. XEL
Compare and contrast key facts about Otter Tail Corporation (OTTR) and Xcel Energy Inc. (XEL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OTTR or XEL.
Correlation
The correlation between OTTR and XEL is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
OTTR vs. XEL - Performance Comparison
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Key characteristics
OTTR:
-0.45
XEL:
1.58
OTTR:
-0.48
XEL:
2.16
OTTR:
0.94
XEL:
1.29
OTTR:
-0.46
XEL:
1.15
OTTR:
-0.69
XEL:
7.44
OTTR:
17.93%
XEL:
4.33%
OTTR:
27.66%
XEL:
20.54%
OTTR:
-65.96%
XEL:
-80.64%
OTTR:
-19.79%
XEL:
-1.22%
Fundamentals
OTTR:
$3.29B
XEL:
$39.68B
OTTR:
$6.91
XEL:
$3.40
OTTR:
11.20
XEL:
20.24
OTTR:
1.49
XEL:
2.69
OTTR:
2.49
XEL:
2.90
OTTR:
1.92
XEL:
1.99
OTTR:
$1.32B
XEL:
$13.71B
OTTR:
$533.06M
XEL:
$4.66B
OTTR:
$483.94M
XEL:
$5.59B
Returns By Period
In the year-to-date period, OTTR achieves a 7.92% return, which is significantly higher than XEL's 7.30% return. Over the past 10 years, OTTR has outperformed XEL with an annualized return of 14.70%, while XEL has yielded a comparatively lower 11.09% annualized return.
OTTR
7.92%
-0.78%
0.65%
-12.42%
18.37%
14.70%
XEL
7.30%
1.41%
5.14%
32.32%
7.54%
11.09%
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Risk-Adjusted Performance
OTTR vs. XEL — Risk-Adjusted Performance Rank
OTTR
XEL
OTTR vs. XEL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Otter Tail Corporation (OTTR) and Xcel Energy Inc. (XEL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
OTTR vs. XEL - Dividend Comparison
OTTR's dividend yield for the trailing twelve months is around 2.53%, less than XEL's 3.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTTR Otter Tail Corporation | 2.53% | 2.54% | 2.06% | 2.81% | 2.18% | 3.47% | 2.73% | 2.70% | 2.88% | 3.07% | 4.62% | 3.91% |
XEL Xcel Energy Inc. | 3.11% | 2.43% | 3.36% | 2.78% | 2.71% | 2.58% | 2.55% | 3.09% | 2.99% | 3.34% | 3.56% | 3.34% |
Drawdowns
OTTR vs. XEL - Drawdown Comparison
The maximum OTTR drawdown since its inception was -65.96%, smaller than the maximum XEL drawdown of -80.64%. Use the drawdown chart below to compare losses from any high point for OTTR and XEL. For additional features, visit the drawdowns tool.
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Volatility
OTTR vs. XEL - Volatility Comparison
Otter Tail Corporation (OTTR) has a higher volatility of 9.11% compared to Xcel Energy Inc. (XEL) at 8.16%. This indicates that OTTR's price experiences larger fluctuations and is considered to be riskier than XEL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
OTTR vs. XEL - Financials Comparison
This section allows you to compare key financial metrics between Otter Tail Corporation and Xcel Energy Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
OTTR vs. XEL - Profitability Comparison
OTTR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Otter Tail Corporation reported a gross profit of 138.89M and revenue of 337.35M. Therefore, the gross margin over that period was 41.2%.
XEL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Xcel Energy Inc. reported a gross profit of 1.69B and revenue of 3.91B. Therefore, the gross margin over that period was 43.1%.
OTTR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Otter Tail Corporation reported an operating income of 84.00M and revenue of 337.35M, resulting in an operating margin of 24.9%.
XEL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Xcel Energy Inc. reported an operating income of 677.00M and revenue of 3.91B, resulting in an operating margin of 17.3%.
OTTR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Otter Tail Corporation reported a net income of 68.10M and revenue of 337.35M, resulting in a net margin of 20.2%.
XEL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Xcel Energy Inc. reported a net income of 483.00M and revenue of 3.91B, resulting in a net margin of 12.4%.